INVESCO EXCH TRD SLF IDX FD's ticker is BSCQ and the CUSIP is 46138J791. A total of 211 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,337,868 | -2.1% | 124,452 | -1.2% | 0.09% | -4.2% |
| Q2 2023 | $2,386,867 | -1.5% | 125,989 | -0.4% | 0.10% | -8.6% |
| Q1 2023 | $2,424,082 | +24.2% | 126,518 | +22.7% | 0.10% | +14.1% |
| Q4 2022 | $1,951,105 | +3.0% | 103,097 | +1.5% | 0.09% | -7.1% |
| Q3 2022 | $1,894,000 | -0.9% | 101,603 | +2.4% | 0.10% | -1.0% |
| Q2 2022 | $1,912,000 | -2.2% | 99,210 | +1.2% | 0.10% | +2.0% |
| Q1 2022 | $1,956,000 | -12.8% | 97,988 | -7.6% | 0.10% | -12.5% |
| Q4 2021 | $2,244,000 | +33.8% | 106,057 | +35.5% | 0.11% | +16.7% |
| Q3 2021 | $1,677,000 | -1.4% | 78,257 | -1.0% | 0.10% | -6.8% |
| Q2 2021 | $1,701,000 | -0.1% | 79,037 | -1.1% | 0.10% | -24.3% |
| Q1 2021 | $1,703,000 | +3.9% | 79,911 | +6.9% | 0.14% | +8.8% |
| Q4 2020 | $1,639,000 | +6.4% | 74,740 | +5.0% | 0.12% | -5.3% |
| Q3 2020 | $1,540,000 | +0.7% | 71,181 | +0.0% | 0.13% | -7.7% |
| Q2 2020 | $1,530,000 | +10.2% | 71,152 | +0.9% | 0.14% | -5.9% |
| Q1 2020 | $1,389,000 | +39.3% | 70,512 | +45.4% | 0.15% | +38.2% |
| Q4 2019 | $997,000 | – | 48,505 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 729,924 | $13,711,848 | 14.20% |
| MFA WEALTH ADVISORS, LLC | 1,598,598 | $30,030,138 | 9.32% |
| Sterling Financial Group, Inc. | 539,359 | $10,132,025 | 6.36% |
| TLWM | 1,178,935 | $22,146,626 | 5.87% |
| KICKSTAND VENTURES, LLC. | 999,363 | $18,773,334 | 5.81% |
| Engrave Wealth Partners LLC | 914,987 | $17,188,296 | 5.28% |
| SHUFRO ROSE & CO LLC | 2,810,488 | $52,795,856 | 4.98% |
| GILL CAPITAL PARTNERS, LLC | 515,020 | $9,674,796 | 4.28% |
| Sound Stewardship, LLC | 330,445 | $6,207,505 | 4.17% |
| Red Spruce Capital, LLC | 390,724 | $7,339,868 | 4.17% |